Description
The Management Accountant sits as part of the Group Finance function team producing the management accounts for the main wealth advisory business within Progeny, Progeny Wealth (PW). You will play a crucial role in ensuring the accuracy and integrity of financial information reported internally to management and externally to HMRC. Reporting to the Group Financial Controller, this role will be responsible for maintaining accurate financial records, preparing monthly and quarterly reports, comparing to budget and analysing performance trends. Key Responsibilities
Preparing monthly, quarterly, and annual financial statements for Management reporting, including P&L, balance sheet and cash flow, and improving the quality & presentation of financial information. Monitoring prepayments, accruals, key balance sheet reconciliations and Group Management recharges to produce accurate and compliant data. Monitoring the financial performance of the business, analysing trends and variances to produce reports. Continuous improvement of finance processes, systems and controls, from identifying opportunities to implementation. Maintaining strong internal controls and identifying ways they could be improved and refined. Skills, Knowledge and Expertise
Qualified accountant with professional certifications (e.g., ACCA, CIMA etc..) Proven experience in a management accounting role or similar. Good understanding of financial regulations and reporting standards. Experience with account reconciliation and resolution of discrepancies. Thorough knowledge of financial operations and accounting principles. Understanding of financial systems and their integration with accounting processes. Please refer to our job description to review the responsibilities and person specifications in more detail. We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible. Benefits
30 days holiday plus public holidays 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you) Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Family leave Referral scheme About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification. In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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The Management Accountant sits as part of the Group Finance function team producing the management accounts for the main wealth advisory business within Progeny, Progeny Wealth (PW). You will play a crucial role in ensuring the accuracy and integrity of financial information reported internally to management and externally to HMRC. Reporting to the Group Financial Controller, this role will be responsible for maintaining accurate financial records, preparing monthly and quarterly reports, comparing to budget and analysing performance trends. Key Responsibilities
Preparing monthly, quarterly, and annual financial statements for Management reporting, including P&L, balance sheet and cash flow, and improving the quality & presentation of financial information. Monitoring prepayments, accruals, key balance sheet reconciliations and Group Management recharges to produce accurate and compliant data. Monitoring the financial performance of the business, analysing trends and variances to produce reports. Continuous improvement of finance processes, systems and controls, from identifying opportunities to implementation. Maintaining strong internal controls and identifying ways they could be improved and refined. Skills, Knowledge and Expertise
Qualified accountant with professional certifications (e.g., ACCA, CIMA etc..) Proven experience in a management accounting role or similar. Good understanding of financial regulations and reporting standards. Experience with account reconciliation and resolution of discrepancies. Thorough knowledge of financial operations and accounting principles. Understanding of financial systems and their integration with accounting processes. Please refer to our job description to review the responsibilities and person specifications in more detail. We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible. Benefits
30 days holiday plus public holidays 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you) Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Family leave Referral scheme About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification. In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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